Archive - Net Interest

Claude Code, Bloomberg and the Battle for Data

Feb 20 • Marc Rubinstein

NEW POD! Trends in US Banking with John McDonald & Brian Foran

Net Interest Extra ep 18

Feb 17 • Marc Rubinstein

59:37

The Ackman Complex

Inside Pershing Square’s Insurance Bet

Feb 13 • Marc Rubinstein

Claude, Excel and the Future of Market Intelligence

Feb 6 • Marc Rubinstein

🎙️ Measuring Private Equity Returns: An Interview with Ludovic Phalippou

Net Interest Extra ep 17

Feb 3 • Marc Rubinstein

50:12

January 2026

Secondaries Rising

Inside the booming market for private equity interests

Jan 30 • Marc Rubinstein

The Last Active Manager

Chris Hohn just posted a record year. His industry didn't.

Jan 23 • Marc Rubinstein

🎙️ The Tragedy of the Commons in Passive: An Interview with Michael Green

Net Interest Extra ep 16

Jan 20 • Marc Rubinstein

58:03

The Economics of a Credit Card Lender

Jan 16 • Marc Rubinstein

Financing the AI Boom 2

SoftBank's $4 billion shortcut to a $7.2 trillion opportunity

Jan 9 • Marc Rubinstein

December 2025

Net Interest 2025 Year in Review

AI and all the rest

Dec 26, 2025 • Marc Rubinstein

Banker Wonderland

Warner Bros. and the Economics of M&A Advice

Dec 19, 2025 • Marc Rubinstein

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts